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2024

The Wealth-Health Paradox and How Famous UHNWIs Address It

For UHNWIs, life is a tapestry woven with privilege and opportunity. Yet, this world also presents unique healthcare challenges that can be surprisingly complex. Great wealth typically comes with stressful responsibilities, including the pressure to make optimal medical care decisions where cost is not a primary concern. Here, we explore this paradox and how several well-known UHNWIs are addressing it.
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Three Basic Must-Haves for UHNWIs To Consider When Taking Calculated Risks Successfully

While calculated risk taking is essential for growing and preserving any amount of wealth, the complexity of financial risks tends to increase as an individual’s net worth rises. Here, we outline three foundational must-haves that UHNWIs should incorporate into their risk calculations.
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The 2024 Family Office Software Roundup: A Testament to Excellence for Altoo

For the fifth consecutive year, Altoo has earned a place in the 2024 Family Office Software Roundup published by Forbes Magazine, reaffirming its leadership in the wealthtech industry. This recognition highlights Altoo’s ongoing commitment to innovation and the continuous enhancement of the Altoo Wealth Platform to meet the evolving needs of family offices managing complex portfolios.
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Five Types of Digital Tools For Optimising UHNWIs’ Lives

In the digital age, technological platforms cater to virtually every segment of society, and ultra-high-net-worth individuals (UHNWIs) are no exception. This article outlines five categories of such tools that UHNWIs rely on to optimise their personal and financial lives.
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Managing Reputational Risk for UHNWIs: Three Key Priorities in the Digital Age

A tarnished reputation is detrimental to anyone, regardless of their net worth. However, the financial losses can be significantly greater for those with substantial wealth. Here, we outline three essential priorities that UHNWIs should focus on to manage and mitigate reputational risks effectively in the digital age.
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Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Altoo AG has launched a significant mobile app upgrade, providing secure, intuitive access to complex portfolios for wealthy individuals and family offices The app features intuitive dashboards, enhanced data navigation, watchlists, collaboration tools like chat and task manager, and alerts for exceptional portfolio and transaction monitoring while on-the-go The Altoo Wealth Platform, consistently recognized by […]

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Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has today announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client financial goals whenever and wherever needed.
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Three New ALTOO Case Studies Showcase Exceptional Client Service

In today's wealth management landscape, engaging client interactions are seen as essential.
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The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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